Chattanooga, TN Office

Team
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Robert Baird & Co.

Institution

Firm-wide stats for Robert Baird & Co.

Total advisors

2,633

Across 300 offices

Clients per advisor

90 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

The DDK Group is a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals (including high net worth clients), corporate and business clients, pensions and profit‑sharing plans, and charitable organizations. The firm’s March 2026 Brochure describes a range of services including financial planning and consulting, discretionary and non‑discretionary portfolio management, separately managed account programs (DDK Recommended Managers, Baird SMA Network, Dual Contract), wrap programs, and custody and brokerage services.

Baird’s advisory work is delivered through a mix of manager‑traded and model‑traded SMA strategies, overlay management, tax‑management and direct‑indexing capabilities, and unified fee arrangements that separate advice and portfolio fees. The Brochure describes ongoing manager selection and monitoring by home‑office investment professionals, and notes the use of internal research and tools — including disclosures about the use of artificial intelligence — in formulating client advice.

Compared with many large peers, Baird highlights a number of distinctive features: it reported approximately $394 billion in regulatory assets under management as of December 31, 2025 and its Brochure discloses recent strategic minority investments and partnerships (for example in Reinhart Partners and Sagard affiliates) that create affiliations the firm may recommend. The Brochure also indicates the firm provides municipal advisory services — an activity that is relatively uncommon among large institutional advisers — and discloses other structural details (such as its broker‑dealer affiliation, cash sweep arrangements and trust alliances) that clients should consider when evaluating potential conflicts and service options.

Based on Robert Baird & Co.

Expertise

Wealth management Tax-loss harvesting

Based on Robert Baird & Co.

Occupation focus

Retired Founder/Business Owner

Based on Robert Baird & Co.

Location

633 Chestnut Street, The Republic Center, Suite 2050

Chattanooga TN 37450

Advisors at this office

4

Advisors at this office

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Edward T

Series 63, Series 65

Chattanooga, TN

Robert Baird & Co.

Edward Taliaferro is a financial advisor with Robert Baird & Co. in Chattanooga, TN, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 2001. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers, offering both traditional and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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William B

Series 63, Series 65

Chattanooga, TN

Robert Baird & Co.

William Bradford is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, with prior experience at J.J.B. Hilliard, W.L. Lyons LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management strategies using a combination of in-house and third-party managers, including traditional and non-traditional investment approaches.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Diane W

Series 63, Series 65

Chattanooga, TN

Robert Baird & Co.

Diane Walker is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and Robert Thomas. Before her advisory career, she spent 18 years at Girls Preparatory School in Chattanooga, TN. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by ongoing manager selection and internal research.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Christopher W

Series 65, Series 63

Chattanooga, TN

Robert Baird & Co.

Christopher Wiley is a financial advisor at Robert W. Baird & Co. He holds Series 65 and Series 63 licenses and has recently entered the industry. His prior experience includes roles at Northwestern Mutual and UBS Financial Services, along with academic positions at Vanderbilt University and the McCallie School. The DDK Group at Robert W. Baird, where Wiley works, serves individuals—including high net worth clients—corporate and business clients, pensions, and charitable organizations. The team offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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